Disclaimer and Privacy Policy

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Use of this website is subject to the following terms and conditions of use. Licensing for Accountants holds the copyright to this website and the information contained within. Users of this website are not permitted to change or reproduce the content in any way without prior written authorisation from Licensing for Accountants. The intention of this website is to provide general information only and it has been created for this purpose. Licensing for Accountants does not guarantee the accuracy, reliability or security of the content within this site, which may change at any time without notice. Any other party mentioned in or linked to this site has been included for convenience but is in no way endorsed by or the responsibility of Licensing for Accountants.

Licensing for Accountants accepts no responsibility for actions taken by the individual as a result of directly or indirectly using this website. Licensing for Accountants is an Australian site and assumes its users primarily reside in Australia and is governed and conforms to laws relating to New South Wales.

Privacy - Our Commitment

At Licensing for Accountants we recognise that your privacy is very important to you – it is to Licensing for Accountants as well. Our company handles personal information provided by and about people every day. Licensing for Accountants are bound by, and committed to supporting the National Privacy Principles (NPPs) set out in the Privacy Amendment (Private Sector) Act 2000. Our aim is to both support and ensure that we comply with the NPPs that form the basis of laws introduced to strengthen privacy protection for the general public. The information set out below is largely a summary of our obligations under the NPPs. We believe that this Statement will address any potential concerns you may have about how personal information you provide to Licensing for Accountants is collected, held, used, corrected, disclosed and transferred. You can obtain more information on request about the way we manage the personal information we hold.

What we collect

We will not collect any personal information about you except when you have knowingly provided that information to us or authorised a third party to provide that information to us. Generally collection of your personal information will be happen:

  • Over the telephone;
  • In person;
  • Over the internet, including via our website, online forms and surveys, email newlsetter or cookies;
  • In writing, including via hard copy forms. How we will use the information We may use your information for a range of different purposes, including to provide products and services to you, to provide you with information about those products and services, to assist you with enquiries or purchases, or to provide you with better customer service
  • to administer and manage the products and services we provide to you
  • to gain an understanding of your licensing needs, to perform research and analysis, and to improve or develop our products and services Where we have collected an email address from you, we may use this to provide you with articles and marketing material that may be of interest to you, however you may, by contacting us by any of the methods detailed below, request not to receive such information and we will give effect to that request.

Sharing your information with third parties

Licensing for Accountants is committed to protecting your privacy. We do not sell, trade or rent your personal information to unrelated third parties. Licensing for accountants may provide non-identifiable information to third parties such as its partners, advertisers, or professional associations for the purpose of providing statistical measurements regarding site traffic, sales, and customer demographics. In addition, if you purchase a product or service from Licensing for Accountants, we may provide your personal details to third parties as is necessary for delivering part of that service. We may be required by law to share personal information with governmental and/or law enforcement agencies or authorities. If we receive such a request, Licensing for Accountants will provide the relevant information as requested. In addition, by purchasing a product or service from Licensing for Accountants, you authorise us to disclose your personal information to such agencies or authorities in connection with an investigation of fraud, intellectual property infringement, piracy or other activity that may expose. Licensing for Accountants (or its related entities) to legal liability or as otherwise permitted by law.

The Licensing for Accountants website contains links to other websites whose operator may or may not adhere to a privacy policy or be governed by the National Privacy Principles. In the event that we propose to sell our business we may disclose your personal information to potential purchasers for the purpose of them conducting due diligence investigations. Any such disclosure will be made in confidence and it will be a condition of that disclosure that no personal information will be used or disclosed by them. In the event that a sale of our business is affected, we may transfer your personal information to the purchaser of the business. As a client you will be advised of any such transfer.

Access to Your Personal Information

We will endeavour to ensure that, at all times, the personal information about you which we hold is up to date and accurate. In the event that you become aware, or believe, that any personal information which we hold about you is inaccurate, incomplete or outdated, you may contact us by any of the methods detailed below and provide to us evidence of the inaccuracy or incompleteness or outdatedness. We will, if we agree that the information requires correcting, take all reasonable steps to correct the information. If we do not agree that your personal information requires correcting, we must, if you request, take reasonable steps to ensure that whenever your personal information is accessed or handled in the future, it is apparent that you are not satisfied as to the accuracy or completeness of that information. We will endeavour to respond to any request for access within 14-30 days depending on the complexity of the information and/or the request. If your request is urgent please indicate this clearly. You may at any time, by contacting us by any of the methods detailed below, request access to your personal information and we will (subject to the following exceptions) provide you with access to that information, either by providing you with copies of the information requested, allowing you to inspect the information requested or providing you with an accurate summary of the information held. We will, prior to providing access in accordance with this policy, require you to provide evidence of your identity. We will not provide you with access to personal information which would reveal any confidential formula or the details of any in-house evaluative decision making process, but may instead provide you with the result of the formulae or process or an explanation of that result.

We will not provide you with access to your personal information if:

  • providing access would have an unreasonable impact on the privacy of others;
  • the request for access is frivolous or vexatious;
  • the information related to existing or anticipated legal proceedings between us and would not be  discoverable in those proceedings;
  • providing access would reveal our intentions in relation to negotiations with you in such a way as to  prejudice those negotiations;
  • providing access would be unlawful;
  • denying access is required or authorised by or under law;
  • providing access would be likely to prejudice certain operations by or on behalf of an enforcement

body or an enforcement body requests that access not be provided on the grounds of national  security. In the event we refuse you access to your personal information, we will provide you with an explanation for that refusal.


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Licensing Diagnostic

The Licensing Diagnostic is an online quiz. Upon receipt of payment, you will be given a login to complete the quiz. Once the quiz is submitted, a report is automatically generated. Each purchase entitles you to generate three reports. After that, the function to generate a new report will be disabled. 

Licensee Matching Service 

The Licensee Matching Service is a three step process, involving completion of the Licensing Diagnostic, a phone interview, and the generation of a customised report intended solely for your use. While a robust process has been developed to assess the quality and appropriateness of licensees, we take no responsibility for whether any particular licensee will meet your needs and expressly disclaim all or any contractual, tortious or other form of liability to any person in respect of the consequences arising from the use of the information given by any person in reliance upon it, in whole or in part. We also do not guarantee that the licensees will deliver what has been reported to us. We take no responsibility for any ASIC or other regulatory action that is taken against a licensee. We recommend that you seek your own legal advice if you have any questions.

Licensing Starter Kit 

If you purchase the Licensing Starter Kit, you will be emailed the following discount vouchers:

  • $150 discount voucher for RG146 training
  • $550 discount voucher for the Licensee Matching Service or Self licensed consulting services
  • A voucher to attend the four part webinar series: Licensing 101 (which can be used to attend live webinars, or access pre-recorded versions)
  • A 12 month subscription to Professional Planner magazine

Each voucher will provide you with exact details of how to use them. The vouchers will remain valid for a period of 12 months from the date of purchase.

CA 3-Step Licensing Plan

The 3-Step Licensing Plan is a customised plan produced for accounting practices outlining: 

  • 1. the areas each person in the practice wants to advice on; 
  • 2. the recommended minimum RG146 training each person will need; and 
  • 3. a recommendation regarding whether they are best suited to becoming authorised representatives or obtaining a limited licence.  

The standard report is capped at five accountants.  Additional accountants can be included for $70 per person.   A similar process to our matching service is used to produce the report, requiring each accountant included in the report to complete the Licensing Diagnostic and a phone interview.  

While a robust process has been developed to assess the areas of advice each client facing accountant wants to cover, the report and recommendations provided are based on the answers provided.  RG146 training requirements are complex and ultimately the licensee's discretion.  The training recommendations provided in the report are a guide only.  We recommend you seek additional advice from your preferred training provider and licensee for your exact requirements.  We take no responsibility for whether any particular training provider or course will meet your needs and expressly disclaim all or any contractual, tortious or other form of liability to any person in respect of the consequences arising from the use of the information given by any person in reliance upon it, in whole or in part. We also do not guarantee that the training providers will deliver what has been reported to us. We take no responsibility for any ASIC or other regulatory action that is taken against a training provider. We recommend that you seek your own legal advice if you have any questions.


Prices are listed in Australian Dollars (AUD) inclusive of GST (Goods and Service Tax). Licensing for Accountants reserves the right to change prices without notice.


We accept MasterCard, Visa and PAYPAL.


Licensing Diagnostic
Access to this product is via a secure login. You will receive login details automatically once payment is received.

Licensee matching service
Upon receipt of payment, we will contact you within 3 working days to arrange a time for a phone interview. A phone interview will be offered within 5 working days of contact. However, a later date for the interview may occur at your request.

Your final report will be emailed to you within 3-5 working days after the interview. Licensee Matching Service You will be emailed your discount vouchers within 72 hours of payment.


Licensing for Accountants limits its liability in relation to the Licensing Diagnostic, Licensee Matching Service or Licensing Starter Kit to refunding the amount paid. In relation to events, 100% refund if offered for events if cancelled with more than 14 days notice. 50% refund is available if cancellation is between 48 hours and 14 days from the date of event. No refund is available if cancellation is given with less than 48 hours notice.


Payment details are captured online using 128 bit encrypted Secure Socket Layer technology, which encrypts all information to make it secure.


Licensing for Accountants from time to time will have promotions. In order to enjoy these offers you must be a subscriber of Licensing for Accountants. Offers are not transferable unless stated. All promotions will have an expiry date and no extensions of promotional offers will be granted

Why Choose Us

We believe accountants make great advisers. Let us help you incorporate licensing into your business, without being driven by it.

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